Topel & Distasi Wealth Management, LLC Vanguard Mid Cap ETF Transaction History

Topel & Distasi Wealth Management, LLC

  • $203 Million
  • Q3 2025

A detailed history of Topel & Distasi Wealth Management, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 8,425 shares of VO stock, worth $2.42 Million. This represents 1.22% of its overall portfolio holdings.

Number of Shares
8,425
Previous 8,616 2.22%
Holding current value
$2.42 Million
Previous $2.41 Million 2.61%
% of portfolio
1.22%
Previous 1.26%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
SELL
$279.83 - $293.74 $53,447 - $56,104
-191 Reduced 2.22%
8,425 $2.47 Million
Q2 2025

Aug 07, 2025
SELL
$228.54 - $279.83 $74,961 - $91,784
-328 Reduced 3.67%
8,616 $2.41 Million
Q1 2025

May 09, 2025
SELL
$251.87 - $277.95 $467,470 - $515,875
-1,856 Reduced 17.19%
8,944 $2.31 Million
Q4 2024

Jan 30, 2025
SELL
$261.5 - $284.63 $194,556 - $211,764
-744 Reduced 6.44%
10,800 $2.85 Million
Q3 2024

Nov 12, 2024
SELL
$237.84 - $263.83 $12,129 - $13,455
-51 Reduced 0.44%
11,544 $3.05 Million
Q2 2024

Aug 09, 2024
SELL
$234.99 - $248.98 $21,854 - $23,155
-93 Reduced 0.8%
11,595 $2.81 Million
Q1 2024

May 06, 2024
SELL
$225.86 - $249.86 $217,051 - $240,115
-961 Reduced 7.6%
11,688 $2.92 Million
Q4 2023

Jan 12, 2024
SELL
$195.66 - $233.95 $38,740 - $46,322
-198 Reduced 1.54%
12,649 $2.94 Million
Q3 2023

Nov 06, 2023
SELL
$206.6 - $228.23 $28,924 - $31,952
-140 Reduced 1.08%
12,847 $2.68 Million
Q2 2023

Aug 07, 2023
SELL
$203.43 - $220.16 $1,017 - $1,100
-5 Reduced 0.04%
12,987 $2.86 Million
Q1 2023

May 12, 2023
BUY
$200.2 - $225.98 $52,052 - $58,754
260 Added 2.04%
12,992 $2.74 Million
Q4 2022

Jan 31, 2023
BUY
$186.57 - $217.26 $705,980 - $822,111
3,784 Added 42.29%
12,732 $2.59 Million
Q3 2022

Nov 21, 2022
BUY
$187.98 - $227.42 $4,887 - $5,912
26 Added 0.29%
8,948 $1.88 Million
Q2 2022

Aug 05, 2022
BUY
$190.36 - $240.41 $14,467 - $18,271
76 Added 0.86%
8,922 $1.76 Million
Q1 2022

Apr 21, 2022
SELL
$219.86 - $253.39 $10,113 - $11,655
-46 Reduced 0.52%
8,846 $2.1 Million
Q4 2021

Feb 23, 2022
BUY
$236.98 - $261.2 $2.11 Million - $2.32 Million
8,892 New
8,892 $2.27 Million

Others Institutions Holding VO

# of Institutions
2,510
Shares Held
220M
Call Options Held
55K
Put Options Held
34.5K
View Full List

About VANGUARD MID-CAP ETF

VO Quotes by TradingView
  • Ticker VO
  • Sector ETFs
  • Industry ETFs
More about VO
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